Streamline your data collection

Grow a profitable, diversified and automated business with our purpose build data collection platform.

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Immediate Access. Free Basic plan forever.

Your Brand front and center.

Present your business in a professional and beautiful manner. No more manual forms, clunky workflows and ugly client portals. Your clients will be impressed with your professionalism and smooth online application experience on any device.

Complete control over Fact Find collection.

Request and receive Fact Find FAST
Use Mystro dashboard to request Fact Find or send a link directly to your clients. Place a link on your website and let your site visitors complete Fact Find right on your website.

Make client's life easier by pre-populating portions of the Fact Find. Mystro handles the rest and will notify you when Fact Find is collected,

In many cases in only takes 15 minutes from requesting to getting complete Fact Find back. Your clients will thank you for providing them with an easy and intuitive application experience.
Configure
Request Fact Find in stages. Specify which sections to request first. You can create as many subsequent requests as you like by enabling more sections as your clients progress through the application.

Pre-qualify clients by requesting partial Fact Find and Supporting documents, and maximise your revenue by spending your valuable time only with qualified and engaged customers.
Clean data
Mystro machine learning technology and intuitive device optimised client interfaces ensures the data is as accurate and clean as possible.

And of cause - you are in complete control. Review and reject any client's answers, give a reason for rejection and explain how to fix a problem via in-built real time messaging system. Mystro will re-request the missing info and will notify you when data is collected.
Export client Fact Find
Connect Mystro to Zapier and start exporting complete Fact Find to 100's CRM platforms..

Trigger Fact Find and Document collection workflow from any external platform and let Mystro automatically collect data while you work on providing an outstanding service to your clients and winning new business.

Collect documents up to 5x faster with Mystro real time Document Collection technology.

Automate document collection as part of Fact Find data collection workflow.

Automatically compile and collect supporting documents based on Fact Find data, or collect documents as a stand alone request.

Documents are collected from multiple parties, named, converted to PDF and Zipped for immediate download or export.

Complete control and flexibility.

Review uploaded documents, reject and ask clients to re-submit. Save time for yourself and clients by keeping in constant contact via in-built real-time messaging system.

Get clients to digitally e-Sign any type of document.

Fully featured, secure and legally binding e-Signature system helps your clients to securely e-sign any type of documents on all devices via intuitive mobile optimised interface.

Use Mysro e-Sign as part of application data collection workflow or as a stand alone e-Signature request.

Purpose built
Data collection workflows designed for modern Finance and Insurance professionals.
Branded Client Communications
Connect your own email and phone number to ensure all client communications and reminders coming from your brand.
Robust Referral Partners system
Invite your referral partners and let them send you leads via Mystro. Your referral partners can pre-populate some of Fact Find data and even request Fact Find from customers on your behalf.
Connected
Direct data export via Mystro private API. Connect to any CRM via Zapier integration.
Convert website visitors into leads
Respond to your customers instantly and qualify leads on your website with Finbot - automated lead generation bot.
Automated client notifications and reminders
Stop chasing for incomplete Fact Find or missing documents. Mystro automates the process and will send reminders to your clients via SMS and Email.

Start using Mystro FREE today.

Immediate Access. Free Basic plan forever.